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Baxter International

909 hedge funds and large institutions have $16.9B invested in Baxter International in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 379 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $293M | Put options by funds: $121M

1.36% more ownership

Funds ownership: 87.1%88.46% (+1.4%)

7% less funds holding

Funds holding: 981909 (-72)

16% less capital invested

Capital invested by funds: $20.1B → $16.9B (-$3.16B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 379

42% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 132

Holders
909
Holders Change
-72
Holders Change %
-7.34%
% of All Funds
14.43%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
77
Increased
285
Reduced
379
Closed
132
Calls
$293M
Puts
$121M
Net Calls
+$173M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
426
Beacon Pointe Advisors
California
$669K -$90.9K -2,135 -11%
SWM
427
SeaCrest Wealth Management
New York
$669K +$432K +10,146 +134%
JC
428
Jacobs & Co
California
$665K -$78.3K -1,837 -9%
TSS
429
Two Sigma Securities
New York
$664K +$750K +17,604 New
EF
430
Empirical Finance
Pennsylvania
$661K +$75.7K +1,776 +11%
SAM
431
Silvercrest Asset Management
New York
$659K -$14.9K -350 -2%
WCM
432
Whitener Capital Management
North Carolina
$655K -$8.95K -210 -1%
MPAM
433
Murphy Pohlad Asset Management
Minnesota
$652K +$1.7K +40 +0.2%
QPW
434
Quantum Private Wealth
Florida
$649K +$3.83K +90 +0.5%
FG
435
Fiduciary Group
Georgia
$639K -$31.2K -733 -4%
EWM
436
Evercore Wealth Management
New York
$636K -$53.2K -1,250 -7%
HFBOT
437
Home Federal Bank of Tennessee
Tennessee
$634K -$20.2K -475 -3%
IC
438
IEQ Capital
California
$629K -$242K -5,687 -25%
P
439
Pitcairn
Pennsylvania
$623K +$4.6K +108 +0.7%
OQS
440
Occudo Quantitative Strategies
Florida
$618K +$697K +16,363 New
FHC
441
First Heartland Consultants
Missouri
$615K +$694K +16,287 New
CG
442
Colony Group
Massachusetts
$614K -$11.4K -268 -2%
TIAA Trust, National Association
443
TIAA Trust, National Association
North Carolina
$614K +$693K +16,261 New
GCP
444
GSA Capital Partners
United Kingdom
$612K -$206K -4,847 -23%
SKK
445
Shepherd Kaplan Krochuk
Massachusetts
$608K -$49.2K -1,155 -7%
ONB
446
Old National Bancorp
Indiana
$605K -$69.8K -1,639 -9%
BCV
447
Banque Cantonale Vaudoise
Switzerland
$604K -$513K -12,033 -43%
PIMJS
448
PKO Investment Management Joint-Stock
Poland
$604K
HSA
449
HBK Sorce Advisory
Pennsylvania
$603K -$5.28K -124 -0.8%
NMIMC
450
Northwestern Mutual Investment Management Company
Wisconsin
$603K +$1.19K +28 +0.2%

BAX Hedge Fund Activity: Q3 2023 in Review

909 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2023, worth a combined $16.9B — down 16% from $20.1B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of BAX and 77 opened new positions — a net loss of 55 holders — while 379 trimmed existing stakes and 285 added.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $420M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $377M sold.

  • 909 institutional investors held Baxter International (BAX) as of Q3 2023, down from 981 in Q2 2023.
  • Funds reported $16.9B of Baxter International stock for Q3 2023, down 16% quarter-over-quarter.
  • 77 funds opened new Baxter International positions in Q3 2023 and 132 closed out, a net change of -55 holders.
  • The largest Baxter International buyer in Q3 2023 was Dodge & Cox, an estimated $420M added.
  • The largest Baxter International seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M sold.

Based on aggregated 13F filings for Q3 2023.